BNY Mellon US Equity Income Class U - Income (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund is on the Wealth Shortlist of funds chosen by our analysts for its long term performance potential. However, this is not a recommendation to buy.
The fund aims to maximise total returns by growing both the income it pays to investors and the capital value. We think this is a good way of investing in larger companies based in the US that the manager believes are trading below their true value. That makes it different from many other US funds that focus on companies with high-growth expectations, and we think the two styles could work well together in a portfolio.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
20/12/19 to 20/12/20 | 20/12/20 to 20/12/21 | 20/12/21 to 20/12/22 | 20/12/22 to 20/12/23 | 20/12/23 to 20/12/24 | |
---|---|---|---|---|---|
Annual return | n/a | n/a | n/a | 7.45% | 14.04% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.